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Chicago Partners Investment Group’s Innovator US Equity Power Buffer ETF July PJUL Stock Holding History

Chicago Partners Investment Group’s Portfolio PJUL Stock Details PJUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$1.73M Sell
35,652
-1,912
-5% -$91.9K 0.03% 417
2026
Q1 		$1.79M Sell
37,564
-3,776
-9% -$176K 0.04% 361
2025
Q4 		$1.93M Hold
41,340
– – 0.05% 295
2025
Q3 		$1.9M Sell
41,340
-15
-0% -$670 0.05% 286
2025
Q2 		$1.84M Sell
41,355
-7,782
-16% -$319K 0.05% 275
2025
Q1 		$1.98M Buy
49,137
+7,575
+18% +$313K 0.07% 236
2024
Q4 		$1.71M Hold
41,562
– – 0.06% 251
2024
Q3 		$1.69M Sell
41,562
-406
-1% -$16K 0.06% 245
2024
Q2 		$1.63M Buy
41,968
+776
+2% +$29.7K 0.06% 241
2024
Q1 		$1.56M Buy
41,192
+496
+1% +$18.4K 0.07% 241
2023
Q4 		$1.49M Sell
40,696
-8
-0% -$277 0.07% 242
2023
Q3 		$1.36M Hold
40,704
– – 0.07% 239
2023
Q2 		$1.41M Buy
40,704
+5,737
+16% +$186K 0.07% 241
2023
Q1 		$1.11M Hold
34,967
– – 0.07% 252
2022
Q4 		$1.11M Hold
34,967
– – 0.07% 248
2022
Q3 		$1.04M Buy
34,967
+1,717
+5% +$51.8K 0.07% 233
2022
Q2 		$1.02M Buy
33,250
+12,306
+59% +$365K 0.07% 229
2022
Q1 		$607K Hold
20,944
– – 0.05% 281
2021
Q4 		$631K Sell
20,944
-8,822
-30% -$268K 0.04% 298
2021
Q3 		$908K Hold
29,766
– – 0.06% 239
2021
Q2 		$890K Buy
+29,766
New +$878K 0.07% 238
2020
Q3 		– Sell
-9,241
Closed -$253K – 419
2020
Q2 		$253K Sell
9,241
-1,076
-10% -$27.9K 0.03% 322
2020
Q1 		$265K Buy
+10,317
New +$268K 0.04% 272

Other funds holding PJUL

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
PCM
Penserra Capital Management Orinda, California $13B AUM 71.84% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $97.6B AUM 29.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Chicago Partners Investment Group's PJUL Position: Q2 2026 in Review

Chicago Partners Investment Group reduced its Innovator US Equity Power Buffer ETF July (PJUL) stake by 5.1% in Q2 2026, selling an estimated $91.9K and leaving 35,652 shares worth $1.73M. The position accounts for 0.03% of the portfolio, ranked #417.

Chicago Partners Investment Group first reported a position in PJUL in Q1 2020 and has held it in 23 quarters since. The position peaked at $1.98M in Q1 2025. 260 funds tracked by Wall St. Rank hold PJUL as of Q2 2026.

  • Chicago Partners Investment Group held 35,652 shares of Innovator US Equity Power Buffer ETF July worth $1.73M as of Q2 2026.
  • Chicago Partners Investment Group sold 1,912 Innovator US Equity Power Buffer ETF July shares in Q2 2026, an estimated $91.9K.
  • Innovator US Equity Power Buffer ETF July made up 0.03% of Chicago Partners Investment Group's portfolio in Q2 2026, its #417 holding.
  • Chicago Partners Investment Group first reported a position in Innovator US Equity Power Buffer ETF July in Q1 2020 and has held it in 23 quarters since.
  • Chicago Partners Investment Group's Innovator US Equity Power Buffer ETF July position peaked at $1.98M in Q1 2025.
  • 260 funds tracked by Wall St. Rank held Innovator US Equity Power Buffer ETF July as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.